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Southern Company
SO

Overview Fund Activity

1,166 hedge funds and large institutions have $25.9B invested in Southern Company in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 498 increasing their positions, 417 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
-26
Holders Change %
-2.18%
% of All Funds
29.11%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
68
Increased
498
Reduced
417
Closed
80
Calls
$239M
Puts
$167M
Net Calls
+$72.4M
Net Calls Change
-$15.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$441M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$218M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$144M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
Two Sigma Investments
Two Sigma Investments
New York
+$87.7M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$230M
2
Capital World Investors
Capital World Investors
California
-$210M
3
Capital International Investors
Capital International Investors
California
-$179M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$79.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
Paloma Partners
Connecticut
$9.33M +$2.07M +43,321 +29%
American Century Companies
202
American Century Companies
Missouri
$9.3M +$1.32M +27,472 +16%
LIM
203
Leavell Investment Management
Alabama
$9.19M -$30.7K -641 -0.3%
BFG
204
Beacon Financial Group
Texas
$9.18M +$215K +4,453 +2%
EIM
205
ExxonMobil Investment Management
Texas
$9.14M -$1.39M -29,116 -13%
NPA
206
Nichols & Pratt Advisers
Massachusetts
$9.12M +$98.2K +2,050 +1%
GIA
207
Gateway Investment Advisers
Ohio
$9.03M -$60.9K -1,271 -0.7%
ATN
208
AMF Tjänstepension
Sweden
$8.98M – – –
PCA
209
Personal Capital Advisors
California
$8.95M +$3.41M +71,122 +61%
BG
210
Bollard Group
Massachusetts
$8.87M +$137K +2,863 +2%
SIM
211
Sadoff Investment Management
Wisconsin
$8.84M +$79K +1,650 +0.9%
GXMC
212
Global X Management Company
New York
$8.83M +$384K +8,030 +5%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$8.81M +$72.6K +1,516 +0.8%
ACC
214
Accident Compensation Corp
New Zealand
$8.74M +$742K +15,500 +9%
URS
215
Utah Retirement Systems
Utah
$8.74M +$134K +2,800 +2%
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
$8.66M -$1.83M -38,166 -17%
QAM
217
QCI Asset Management
New York
$8.64M +$568K +11,854 +7%
GH
218
GAM Holding
Switzerland
$8.55M +$1.66M +34,630 +24%
WIC
219
Willis Investment Counsel
Georgia
$8.41M -$5.67M -118,500 -40%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$8.25M -$1.7M -35,217 -17%
Creative Planning
221
Creative Planning
Kansas
$8.17M -$339K -7,083 -4%
SG Americas Securities
222
SG Americas Securities
New York
$8.16M -$6.54M -136,616 -44%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$8.02M +$1.46M +30,427 +22%
BCM
224
Buckhead Capital Management
Georgia
$7.98M -$103K -2,155 -1%
MSV
225
MN Services Vermogensbeheer
Netherlands
$7.9M +$6.65M +138,921 +531%
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